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Workiva
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Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
1
BlackRock
New York
$401M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$453M
3
RIM
3
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Norges Bank
2
Norges Bank
Norway
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$51.2M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.4M
5
DDC
5
DF Dent & Co
Maryland
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$453M 5,729,254 +398,469 +7%
BlackRock
2
BlackRock
New York
$401M 5,066,022 +825,959 +19%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$299M 3,784,035 +219,470 +6%
Macquarie Group
4
Macquarie Group
Australia
$165M 2,090,045 -18,698 -0.9%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$154M 1,947,801 +175,193 +10%
RP
6
Riverbridge Partners
Minnesota
$139M 1,752,259 -77,453 -4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$110M 1,391,228 -223,085 -14%
State Street
8
State Street
Massachusetts
$94.3M 1,192,459 +1,017 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$90.6M 1,144,826 +35,029 +3%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$81.1M 1,024,709 -163,736 -14%
Ameriprise
11
Ameriprise
Minnesota
$81M 1,023,755 -241,160 -19%
BCM
12
Brown Capital Management
Maryland
$72.3M 913,726 -108,613 -11%
MPI
13
Mairs & Power Inc
Minnesota
$66.1M 835,086 +51,676 +7%
First Trust Advisors
14
First Trust Advisors
Illinois
$63.3M 800,047 -18,595 -2%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$57.6M 728,375 +86,746 +14%
Brown Advisory
16
Brown Advisory
Maryland
$51.2M 647,276 -373,402 -37%
Artisan Partners
17
Artisan Partners
Wisconsin
$48.9M 618,509 -174,780 -22%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$46.4M 586,519 +159,847 +37%
Northern Trust
19
Northern Trust
Illinois
$44.1M 557,833 -13,811 -2%
RIM
20
Ranger Investment Management
Texas
$39.7M 502,023 +237,574 +90%
TCM
21
TimesSquare Capital Management
New York
$37M 467,769 +19,095 +4%
Renaissance Technologies
22
Renaissance Technologies
New York
$37M 467,271 -52,829 -10%
UBS Group
23
UBS Group
Switzerland
$35.3M 446,638 +15,246 +4%
Morgan Stanley
24
Morgan Stanley
New York
$35.3M 446,525 +152,901 +52%
Charles Schwab
25
Charles Schwab
California
$33.5M 423,782 +6,422 +2%
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